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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,048 | $50,947-52.8% | $74,549-67.7% | $64,173-62.5% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.1%-29.9pp | 69.6%-30.3pp |
| Annual return | -8.14% | -1.85%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $16 | $1,115-98.6% | $1,961-99.2% | $2,381-99.3% |
| Participant deferral / active EE | $1,427 | $2,302-38.0% | $3,108-54.1% | $3,470-58.9% |
| Admin fee / account holder | $7,782 | $4,221+84.4% | $5,059+53.8% | $4,887+59.2% |